Morning Education Meetings
2017 Meeting Schedule:
- January 18, 2017 - Crisis LTC Planning
- February 15, 2017 - Update from Heckerling
- March 15, 2017 - TBA
- April 19, 2017 - TBA
- May 17, 2017 - TBA
- June 21, 2017 - TBA
- September 20, 2017 - TBA
- October 18, 2017 - TBA
- November 15, 2017 - TBA
- December 13, 2017 - TBA
If you are a financial planning practitioner and have not attended the Morning Education Meetings, you are missing one of the best sources of information for your practice.
The topics covered at the meetings are focused on the specific needs of experienced financial planners. Members are jointly responsible for selecting the topics, finding the speakers and moderating the meetings.
In addition, at the end of each meeting, a thirty-minute case consultation period is held. Members may present current case problems and get the opinions of other members on alternative solutions.
All meetings are held from 8:30 am to 10:00am.
Bring your own breakfast.